DOCSLIB.ORG

Speaker Bios

Total Page：16

File Type：pdf, Size：1020Kb

Download full-text PDF Read full-text
Speaker Bios Pacific Northwest Intergovernmental Audit Forum September 3-5, 2013 Red Lion Hotel Olympia 2300 Evergreen Park Drive SW, Olympia, WA SPEAKERS Stephen Lerch Stephen “Steve” Lerch is the executive director of the Washington State Economic and Revenue Forecast Council. Previously, he has worked as an economist and researcher on public finance and health care issues in government (U.S. Congress, Joint Committee on Taxation; Washington State Department of Revenue) and the private sector (HCIA-Sachs/Solucient). He has also previously served as an interim director for the Economic and Revenue Forecast Council. Most recently, he held the position of Research Director at the Washington State Investment Board. He has a Ph.D. in economics from Johns Hopkins University. Melissa Beard Melissa Beard works for Washington’s Office of Financial Management in the Forecasting and Research Division. Part of her responsibilities include coordinating the sharing of data with and from the P-20Workforce data warehouse. She began her state government career as a fiscal analyst with the Washington State House Transportation Committee and was a budget advisor to the State Superintendent of Public Instruction. Melissa is also working on a PhD at the University of Washington in Educational Leadership and Policy Studies. Her dissertation topic is understanding use of state outcome data at the local level. Gary Blackmer Gary Blackmer was appointed Director of the Audits Division in 2009 by Kate Brown, the Oregon Secretary of State. The Division conducts performance, financial, and information technology audits, monitors financial audits of local governments, and responds to hotline allegations. Previously, Gary served 10 years as the elected Portland City Auditor, eight years as elected Multnomah County Auditor, a management auditor, and analyst for a variety of state and local agencies. Gary is past-Chair of PNIAF, past-President of the Association of Local Government Auditors, and a columnist for the Local Government Auditing Quarterly. Gary became a Certified Internal Auditor in 1988, received a bachelor's degree from Northern Illinois University, and was a student in the Systems Science PhD Program at Portland State University. David Dean David Dean is the Deputy Director of performance audits in the Washington State Auditor’s Office. A native of the Pacific Northwest, he has more than 21 years of experience in performance auditing and program evaluation. His educational background includes a master’s degree in public administration with a specialization in program evaluation and performance auditing. Chuck Pfeil Chuck Pfeil, CPA, is the Director of State and Local Audit with the Washington State Auditor’s Office. He is responsible for 20 audit and administrative teams, which perform financial, single and accountability audits of over 2,200 local governments and 160 state agencies; conduct fraud and whistleblower investigations; and prescribe budgeting, accounting and financial reporting requirements for local governments. Chuck has been with the State Auditor’s Office for 33 years and has previously served as Director of Administration as well as Assistant Director for State Agency Audits. He serves on the board of the Washington Finance Officers Association. He was formerly president of the Olympia Chapter of Washington Society of Certified Public Accountants and a board member of the Olympia Chapter of Association of Government Accountants. David Sheppard David Sheppard has served as Regional Inspector General of the U.S. Department of Commerce since July 2001. His office has done considerable work on National Oceanic and Atmospheric Administration programs, including congressionally requested reviews of 1 | P a g e Pacific Northwest Intergovernmental Audit Forum September 3-5, 2013 Red Lion Hotel Olympia 2300 Evergreen Park Drive SW, Olympia, WA SPEAKERS NOAA’s consultation process, the Marine Operations Center’s move from Seattle to Newport, Oregon, the efficacy of its climate monitoring systems, and NOAA’s fishery enforcement efforts and rule making process. David previously served as Special Assistant to the IG and Deputy Assistant IG. He has received numerous awards for his contributions to the Department of Commerce. In November 2001, he was awarded a Silver Medal by the Secretary of Commerce for meritorious federal service. He also received Bronze Medals awarded by the Inspector General on six occasions. Charles Young Charles “Chuck” Young brought more than 20 years of experience in media, government, and communications to the U.S. Government Accountability Office (GAO) in 2007. At GAO he leads all communications efforts for this large Congressional agency including serving as agency spokesperson and top communications advisor to the Comptroller General of the United States, the head of the GAO. He also supervises a public affairs staff of 15, serves as primary point of contact for major national print and broadcast journalists covering GAO reports and testimonies, oversees development of the agency’s internet presence, and spearheads all major communications initiatives. Chuck has led GAO’s efforts to utilize new technologies such as YouTube and Twitter in agency communications. Prior to GAO Chuck spent nearly five years in the private sector working for two communications consulting firms: The Brunswick Group and Chlopak, Leonard, Schechter, and Associates (CLS). At both firms Chuck advised clients on communications issues. Prior to that Chuck spent six years on Capitol Hill, serving as Chief of Staff for two members of Congress. Chuck directed all aspects of their offices from communications to strategic planning. Chuck also spent a decade in the media, serving as a reporter or editor for newspapers, television stations, and radio stations. He also ran his own public relations consulting business in New Jersey and taught college journalism courses in Boston. Chuck holds a Master’s Degree in Mass Communications and a B.A. in Political Science. Hollie Jensen Hollie Jensen recently joined state government as an Enterprise Lean Consultant after her 17-year tenure with Starbucks. She started her career at Starbucks as a barista on the front lines and worked up through the organization with roles in Human Resources, Global Strategy and Operations. Most recently she was a Lean Practice Strategy Manager with a focus on implementation of the store system of work and the leadership/coaching program. As part of her role with the State of Washington, Hollie is developing and implementing a Lean Fellowship and Leadership program while also consulting on the Governor’s priority goal areas. She is a graduate from the University of Washington with a BA in Liberal Studies – focused primarily in sociology. Wendy Korthuis-Smith Wendy Korthuis-Smith is the Director of Results Washington for the Office of Governor Jay Inslee. Her role includes oversight of the Governor’s performance management system (Results Washington), Washington’s Lean transformation journey, coordination with the State Auditor’s office on performance audits, and providing assistance to state agencies on a variety of performance and accountability topics. Wendy has extensive experience in change management, leadership development and performance improvement in the private and 2 | P a g e Pacific Northwest Intergovernmental Audit Forum September 3-5, 2013 Red Lion Hotel Olympia 2300 Evergreen Park Drive SW, Olympia, WA SPEAKERS public arena, including government operations, healthcare, and higher education. She holds a doctorate in Educational Leadership with an emphasis in organizational development. Lance McCleve Lance McCleve joined the Office of Performance Evaluations, Idaho Legislature in 2010. He has an undergraduate degree in political science and a master's degree in public administration from Boise State University. Before coming to OPE, Lance was an extern for the US District and Bankruptcy Court: District of Idaho in the pro se unit handling prisoner complaints. Lance is a member of the American Evaluation Association and the Oregon Program Evaluators Network. While at OPE, Lance has worked on projects in a variety of policy areas including state liquor sales, transportation, higher education funding, public education, health and welfare services, and water quality. Bryon Welch Bryon Welch joined the Office of Performance Evaluations, Idaho Legislature in 2010. He has a master of public administration and is currently pursuing a PhD in public policy from Boise State University. Bryon has also received graduate certificates in Community and Regional Planning and Geographic Information Analysis from Boise State University. Bryon is a member of the American Evaluation Association and the Oregon Program Evaluators Network. He also serves as the technology and social media resource for the office. While at OPE, Bryon has worked on projects in a variety of policy areas including senior services, Medicaid claims processing, postsecondary education, state employee compensation, health and welfare services, and water quality. Bob Thomas Bob Thomas has 29 years of experience in performance auditing and consulting. He currently is serving as interim Deputy Auditor with the King County Auditor’s Office. His approach to conducting performance audits is multidisciplinary, drawing on knowledge and experience with budgeting, finance, economics, operations research and capital planning. Several of Bob’s studies have earned national recognition for impact, evaluation design and as best practice
Load more

Recommended publications
  • Audit Report
    Washington State Auditor’s Office Accountability Audit Report Cultural Development Authority of King County (4Culture) Report Date October 17, 2011 Report No. 1006635 Issue Date October 31, 2011 Washington State Auditor Brian Sonntag October 31, 2011 Board of Directors 4Culture Seattle, Washington Report on Accountability We appreciate the opportunity to work in cooperation with your Authority to promote accountability, integrity and openness in government. The State Auditor’s Office takes seriously our role to advocate for government accountability and transparency and to promote positive change. Please find attached our report on the 4Culture’s accountability and compliance with state laws and regulations and its own policies and procedures. Thank you for working with us to ensure the efficient and effective use of public resources. Sincerely, BRIAN SONNTAG, CGFM STATE AUDITOR Insurance Building, P.O. Box 40021 Olympia, Washington 98504-0021 (360) 902-0370 TDD Relay (800) 833-6388 FAX (360) 753-0646 http://www.sao.wa.gov Table of Contents 4Culture King County October 17, 2011 Audit Summary .......................................................................................................................... 1 Related Reports ......................................................................................................................... 2 Description of the Authority ........................................................................................................ 3 Audit Summary 4Culture King County October 17,
    [Show full text]
  • Financial Statements Audit Report Port of Skagit County
    Financial Statements Audit Report Port of Skagit County For the period January 1, 2018 through December 31, 2018 Published September 23, 2019 Report No. 1024664 Office of the Washington State Auditor Pat McCarthy September 23, 2019 Board of Commissioners Port of Skagit County Burlington, Washington Report on Financial Statements Please find attached our report on the Port of Skagit County’s financial statements. We are issuing this report in order to provide information on the Port’s financial condition. Sincerely, Pat McCarthy State Auditor Olympia, WA Insurance Building, P.O. Box 40021 Olympia, Washington 98504-0021 (360) 902-0370 [email protected] TABLE OF CONTENTS Independent Auditor's Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards..................................................................................................... 4 Independent Auditor's Report on Financial Statements .................................................................. 6 Financial Section ............................................................................................................................. 9 About the State Auditor's Office ................................................................................................... 56 Office of the Washington State Auditor Page 3 INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS
    [Show full text]
  • Office of the Washington State Auditor Pat Mccarthy
    Office of the Washington State Auditor Pat McCarthy February 10, 2020 Via Electronic Mail American Institute of Certified Public Accountants 1211 Avenue of the Americas, 19th Floor New York, NY 10036-8775 RE: Comments on Proposed Statement on Auditing Standards – Amendments to AU-C Sections 725, 730, 930, 935 and 940 The Office of the Washington State Auditor appreciates the opportunity to give input on the AICPA’s proposed standards. In our constitutional role as the auditor of public accounts, our Office performs the financial audit of the State of Washington and annually performs or reviews over 800 financial audits and over 350 single audits of the State’s agencies and all types of local governments, along with their component units. Our responses to the questions asked by the Auditing Standards Board are included below: Request for Comment Specific to AU-C Section 930: Our Office does not perform reviews of interim financial information and does not have comments regarding this section. Request for Comment Specific to AU-C Section 935: 1. Are the proposed amendments to the appendix appropriate and complete, including the proposed amendments to be consistent with current government requirements? If not, please suggest specific revisions. Overall, yes. However, the AU-C 700 paragraphs shown as “not applicable” in the updated standard (paragraph .A43) do not appear to align with the paragraphs considered not applicable in the current standard. Unless the change is intentional, the list should read .13-.17, .21-.44 and .46-.61. 2. Do you agree with how the combined report and separate reports are addressed in the standard? If not, please suggest specific revisions.
    [Show full text]
  • Comprehensive Annual Financial Report Fiscal Year
    Skagit County Washington Comprehensive Annual Financial Report Roozengaarde Spring 2019 Fiscal Year Ending December 31, 2018 About Skagit County (pronounced "skäjet") Skagit County is located in the northwest portion of Washington State, USA. between Seattle, Washington and Vancouver, B.C. Canada. The majestic Cascade Mountains stand to the east, overlooking a fertile valley boasting a variety of agricultural crops. Running through the valley is the powerful Skagit River flowing westward toward the beautiful San Juan Islands. World famous tulip fields blanket the valley in the spring. Flocks of Canadian geese, snow geese and trumpeter swans can be seen here in the winter. Bald eagles soar overhead year round and great blue herons stand along the shorelines. Sandra Perkins, CFE Auditor David Cunningham Chief Deputy & Elections Supervisor Laura Franklin, CPA Chief Accountant June 28, 2019 To the Honorable Board of Commissioners and Citizens of Skagit County: We hereby submit the Comprehensive Annual Financial Report (CAFR) of Skagit County for the fiscal year ending December 31, 2018 in accordance with the provisions of Chapter 36.22 of the Revised Code of Washington. The financial statements are presented in conformity with generally accepted accounting principles (GAAP) and audited in accordance with generally accepted auditing standards by the Office of the Washington State Auditor. The annual report is presented in compliance with the reporting model as required by the Governmental Accounting Standards Board (GASB) Statement 34. The report includes government-wide financial statements based on full accrual accounting with capital assets, infrastructure and long-term debt reporting. The fund financial statements are presented using the modified accrual method.
    [Show full text]
  • Accountability Audit Report
    Accountability Audit Report Lake Washington School District No. 414 For the period September 1, 2019 through August 31, 2020 Published May 24, 2021 Find out what’s new at SAO by scanning this code with Report No. 1028432 your smartphone’s camera Office of the Washington State Auditor Pat McCarthy May 24, 2021 Superintendent and Board of Directors Lake Washington School District No. 414 Redmond, Washington Report on Accountability Thank you for the opportunity to work with you to promote accountability, integrity and openness in government. The Office of the Washington State Auditor takes seriously our role of providing state and local governments with assurance and accountability as the independent auditor of public accounts. In this way, we strive to help government work better, cost less, deliver higher value and earn greater public trust. Independent audits provide essential accountability and transparency for District operations. This information is valuable to management, the governing body and public stakeholders when assessing the government’s stewardship of public resources. Attached is our independent audit report on the District’s compliance with applicable requirements and safeguarding of public resources for the areas we examined. We appreciate the opportunity to work with your staff and value your cooperation during the audit. Sincerely, Pat McCarthy State Auditor Olympia, WA Americans with Disabilities In accordance with the Americans with Disabilities Act, we will make this document available in alternative formats. For more information, please contact our Office at (564) 999-0950, TDD Relay at (800) 833-6388, or email our webmaster at [email protected]. Insurance Building, P.O.
    [Show full text]
  • Northwest Educational Service District No. 189 Skagit County
    Accountability Audit Report Northwest Educational Service District No. 189 Skagit County For the period September 1, 2014 through August 31, 2016 Published April 13, 2017 Report No. 1018909 Office of the Washington State Auditor Pat McCarthy April 13, 2017 Board of Directors Northwest Educational Service District No. 189 Anacortes, Washington Report on Accountability Thank you for the opportunity to work with you to promote accountability, integrity and openness in government. The State Auditor’s Office takes seriously our role of providing state and local governments with assurance and accountability as the independent auditor of public accounts. In this way, we strive to help government work better, cost less, deliver higher value and earn greater public trust. Independent audits provide essential accountability and transparency for District operations. This information is valuable to management, the governing body and public stakeholders when assessing the government’s stewardship of public resources. The attached comprises our report on the District’s compliance and safeguarding of public resources. Our independent audit report describes the overall results and conclusions for areas we examined. We appreciate the opportunity to work with your staff and we value your cooperation during the audit. Sincerely, Pat McCarthy State Auditor Olympia, WA Insurance Building, P.O. Box 40021 Olympia, Washington 98504-0021 (360) 902-0370 [email protected] TABLE OF CONTENTS Audit Summary ..............................................................................................................................
    [Show full text]
  • 2019 Accountability Audit Report
    Accountability Audit Report City of Kenmore For the period January 1, 2019 through December 31, 2019 Published December 17, 2020 Report No. 1027445 Office of the Washington State Auditor Pat McCarthy December 17, 2020 Council City of Kenmore Kenmore, Washington Report on Accountability Thank you for the opportunity to work with you to promote accountability, integrity and openness in government. The Office of the Washington State Auditor takes seriously our role of providing state and local governments with assurance and accountability as the independent auditor of public accounts. In this way, we strive to help government work better, cost less, deliver higher value and earn greater public trust. Independent audits provide essential accountability and transparency for City operations. This information is valuable to management, the governing body and public stakeholders when assessing the government’s stewardship of public resources. Attached is our independent audit report on the City’s compliance with applicable requirements and safeguarding of public resources for the areas we examined. We appreciate the opportunity to work with your staff, and we value your cooperation during the audit. Sincerely, Pat McCarthy State Auditor Olympia, WA Americans with Disabilities In accordance with the Americans with Disabilities Act, we will make this document available in alternative formats. For more information, please contact our Office at (564) 999-0950, TDD Relay at (800) 833-6388, or email our webmaster at [email protected]. Insurance
    [Show full text]
  • 2017-2019 Report to the Legislature (PDF)
    Washington State Auditor’s Office Report to the Legislature Audits of State Agency Local Funds 2017-2019 Biennium Introduction As part of routine audits of state agencies, the State Auditor’s Office is responsible for auditing public funds and accounts that are not managed by or in the care of the State Treasurer. These funds are commonly referred to as “local funds.” The Legislature has established some of these funds; others are authorized under state law (RCW 43.88.195), which allows the Office of Financial Management to establish local funds outside the State Treasury for compelling reasons of economy and efficiency, which could not be achieved by placing such funds in the state treasury. The State Auditor’s Office is required by law (RCW 43.09.420) to report to the Legislature on the status of local funds and accounts that were examined during the preceding biennium and recommendations that were made about how state agencies can improve their financial management of the funds. This report highlights key audit findings and reports we issued during the 2017-2019 biennium that involved local funds. State agency local fund balances As of June 30, 2018, state agencies (including the six state colleges and universities and the community and technical college system) held over $13.6 billion in cash and investments that were local funds. Exhibit A in this report shows the amount of local funds held by each agency. Each agency is responsible for establishing accounting policies and internal controls over the use of local funds. In our audits, we generally find that the risk of misuse or loss of local funds increases when cash receipting operations are decentralized and when job duties are not adequately separated.
    [Show full text]
  • King County Auditor's Office
    KING COUNTY AUDITOR’S OFFICE HIGHLIGHTS OF 2008 ACCOMPLISHMENTS Cheryle A. Broom April 2009 King County Auditor In 2008, the King County Auditor’s Office achieved plans, annual business plans, and performance substantial progress in effectively integrating and measures. The second creates an office within the implementing its expanded oversight and accountability County Executive’s Office to coordinate the preparation mandates. Achieving accountability and transparency of the first plan. The Work Group will continue to are evidenced in our reports on major provide a forum for new ideas in capital projects oversight, countywide performance management. performance measurement legislation, Mission Statement During 2008, we also successfully and the countywide community forums We promote public trust in completed the first full round of citizen engagement program. Though our King County government community forums. Transportation – focus has broadened, identifying Public Priorities, Choices and Funding operational efficiencies, policy through audits and other was selected as the topic for the first compliance and cost savings remains a services that improve round of forums. Citizens organized high priority. We are pleased to provide performance, accountability 114 community forums throughout these highlights of our 2008 and transparency. King County in homes, workplaces, accomplishments to you. and libraries that were attended by 549 More than 20 capital project oversight citizens. reports and four formal presentations were developed in Finally, we are pleased to report that the office 2008 to keep the council apprised of the overall status completed four audits and two special studies and of six major capital projects and to alert the council initiated three council-mandated, complex audits in about changes in scope, potential cost overruns, and 2008.
    [Show full text]
  • Accountability Audit Report
    Accountability Audit Report Toutle Lake School District No. 130 For the period September 1, 2017 through August 31, 2020 Published April 15, 2021 Find out what’s new at SAO by scanning this code with Report No. 1028103 your smartphone’s camera Office of the Washington State Auditor Pat McCarthy April 15, 2021 Board of Directors Toutle Lake School District No. 130 Toutle, Washington Report on Accountability Thank you for the opportunity to work with you to promote accountability, integrity and openness in government. The Office of the Washington State Auditor takes seriously our role of providing state and local governments with assurance and accountability as the independent auditor of public accounts. In this way, we strive to help government work better, cost less, deliver higher value and earn greater public trust. Independent audits provide essential accountability and transparency for District operations. This information is valuable to management, the governing body and public stakeholders when assessing the government’s stewardship of public resources. Attached is our independent audit report on the District’s compliance with applicable requirements and safeguarding of public resources for the areas we examined. We appreciate the opportunity to work with your staff and value your cooperation during the audit. Sincerely, Pat McCarthy State Auditor Olympia, WA Americans with Disabilities In accordance with the Americans with Disabilities Act, we will make this document available in alternative formats. For more information, please contact our Office at (564) 999-0950, TDD Relay at (800) 833-6388, or email our webmaster at [email protected]. Insurance Building, P.O.
    [Show full text]
  • 2019 Audit of KCHA Financial Statements
    Financial Statements and Federal Single Audit Report Housing Authority of the County of King (King County Housing Authority) For the period January 1, 2019 through December 31, 2019 Published December 7, 2020 Report No. 1027396 Office of the Washington State Auditor Pat McCarthy December 7, 2020 Board of Commissioners King County Housing Authority Tukwila, Washington Report on Financial Statements and Federal Single Audit Please find attached our report on the King County Housing Authority’s financial statements and compliance with federal laws and regulations. We are issuing this report in order to provide information on the Housing Authority’s financial condition. Sincerely, Pat McCarthy State Auditor Olympia, WA Americans with Disabilities In accordance with the Americans with Disabilities Act, we will make this document available in alternative formats. For more information, please contact our Office at (564) 999-0950, TDD Relay at (800) 833-6388, or email our webmaster at [email protected]. Insurance Building, P.O. Box 40021 Olympia, Washington 98504-0021 (564) 999-0950 [email protected] TABLE OF CONTENTS Schedule of Findings and Questioned Costs ................................................................................... 4 Independent Auditor's Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards....................................................................................................
    [Show full text]
  • Audit Report
    Washington State Auditor’s Office Accountability Audit Report Anacortes School District No. 103 Skagit County Report Date May 6, 2009 Report No. 1001430 Issue Date May 18, 2009 Washington State Auditor Brian Sonntag May 18, 2009 Board of Directors Anacortes School District No. 103 Anacortes, Washington Report on Accountability Please find attached our report on Anacortes School District No. 103’s accountability and compliance with state laws and regulations and its own policies and procedures. In addition to this work, we also audit the District’s financial statements and compliance with federal laws and regulations. The results of that audit will be included in a separately issued audit report. Sincerely, BRIAN SONNTAG, CGFM STATE AUDITOR Insurance Building, P.O. Box 40021 Olympia, Washington 98504-0021 (360) 902-0370 TDD Relay (800) 833-6388 FAX (360) 753-0646 http://www.sao.wa.gov Table of Contents Anacortes School District No. 103 Skagit County May 6, 2009 Audit Summary .............................................................................................................................................. 1 Description of the District .............................................................................................................................. 2 Audit Areas Examined ................................................................................................................................... 3 Audit Summary Anacortes School District No. 103 Skagit County May 6. 2009 ABOUT THE AUDIT This report contains the results of our independent accountability audit of Anacortes School District No. 103. We performed audit procedures to determine whether the District complied with state laws and regulations and its own policies and procedures. We also examined District management’s accountability for public resources. Our work focused on specific areas that have potential for abuse and misuse of public resources. Areas examined during the audit were selected using financial transactions from September 1, 2007, through August 31, 2008.
    [Show full text]